Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.


  • September 30, 2015

    50 may be the new 40 but does that still work for retirement planning?

    The rules for retirement planning have changed for generation X but do they know it? Read More

    Author: Thad Schlaud

    Topics: Family, Industry Ideas

  • September 28, 2015

    What we're reading this week

    China buys back stocks and Alcoa Splits. We also read all about Whistle-blower profiles. There is an article on the financial services company with a heart of gold and a very small firm tried to buy Barnes and Noble. Check out what we're reading this week. Read More

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • September 25, 2015

    Your Money

    This week we increased our broad market exposure across all active models. Here, our Chief Portfolio Manager Dave Martin shares his thoughts. Read More

    Author: David Martin

    Topics: News, The Market

  • September 21, 2015

    What we're reading this week

    This week we look at Volkswagen, bonds, and perhaps the dumbest thing I've read in a while. Also, what is changing between Amazon and Google. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • September 16, 2015

    A Note From Jeff Ivory

    We have been through a lot of change this year and our time in transition is coming to an end. In this note, Jeff shares an update on the firm's growth, new staff, and where to find us on social media. Read More

    Author: Jeff Ivory

    Topics: News, Gainplan Facts